Sales Invoicing can be used in combination with the Accounts Receivable module
and additionally integrates to the General
Ledger module and the Inventory Control module.
If the Inventory Control module is not used, then a basic set of product
information can be maintained within the Sales
Invoicing module so that invoice production is made easier. Statistics are kept
against this product information, but no
balance information is maintained.
The heart of the pricing control system is a two
dimensional matrix allowing pricing, discounting,
surcharging and value break points to be set by the
customer. Customers can be grouped by pricing
categories allowing easy maintenance of pricing policies.
This matrix is supplemented by contract and
promotional pricing policies. These can have effective
start and end dates on them, hence allowing their
creation prior to the time when they become effective.
A further feature is the ability to ‘give’ items free, based
on break points.
Discounting can take place on a whole invoice or line
basis. This is defined by the customer. All invoices are
automatically priced and users can define if overrides
are allowed for all, part, or none of the pricing structure.
The pricing control mechanism is optional in use. If it is used, it has the following
TEXT BASED INVOICING
All invoices can be created using text only entry with price entry being separate.
This can be combined with
Inventory Control module access and product information access. This gives a
truly flexible means of producing
Any amount of text can be placed on an invoice in any position. Text can be
drawn from a database of standing text.
The Tax sub-module handles all tax calculations
COPY INVOICE FACILITY
Previous invoices for a customer can be used to create new invoices. This reduces
workload dramatically where
customers are often invoiced for the same or similar products and services
GENERAL LEDGER INTEGRATION
General Ledger codes can be established in a variety of ways depending on the
individual invoice. If inventory
Control items are used, the General Ledger codes are attached to those items. If
product information is used, then
again, the General Ledger codes are attached to the product. Finally default
General Ledger codes are also attached
to a customer and these are used if there is no other means of establishing the
General Ledger codes automatically.
The operator can override the General Ledger codes if this feature is allowed.
Batch controls for the input of invoices are optional. A batch control total can be
input at the start or end of a batch.
Full credit control information is available at all
times. This shows credit limits that can include
orders, disputed invoices or not. Customers can
be placed on hold inhibiting the placing of invoices
for their account, or they can be put on a warning
status which will warn the operator that this
customer has problems with credit.
There is no restriction on the number of periods
forward that invoices can be produced for.
Forward period documents are available in all
screen enquiries and in all reports
All the facilities that apply to invoices also apply to credit notes. The only major
difference is that if a credit note is for an
inventory item, the operator can state if it is a sale or return or not and all
necessary updates in the Inventory Control
module are actioned appropriately.
It is possible to set up a template invoice for repetitive
invoicing. The frequency of repetition is unlimited and the
user can set such features as invoice on a date every
month, at the start or end of a month, every week, every
quarter, every six months, annually etc.
STATISTICS AND ANALYSIS
If the product information database is being used then
statistics are calculated automatically. These include:
Sale analysis for three years by year and by period
Profit analysis for three years by year and by period
Customer by product analysis for three years
Product by customer analysis for three years
Full price lists can be produced. These can take into account the pricing control
matrix, hence allowing pricing by